www.smartims.comsales@smartims.comCASE STUDY

Streamline Retail Operations with Systems Upgrade

Client Overview The client is a retail firm looking to improve business performance and enhance

guest services. However, it is unable to do so because it is still using legacy

technologies, and many of its processes are managed manually, leading to

inefficiencies in operations. The client turned to Smart IMS for help in upgrading

to an advanced retail technology solution that is fully integrated from POS to

Financials.

The Challenge Due to its technology limitations, the retail firm was experiencing pain-points in

several aspects of its operations:

These pain-points were caused by the client having disparate legacy systems and

old retail software, as well as a lack of system integration that prevents easy data

mining.

Inefficient reporting and documentation of financials

Customer loyalty not connected to retail systems

Disorganized inventory, order tracking, and POS system

The Solution The client previously managed its retail operations using the Aptos or Epicor Retail

systems module. Smart IMS facilitated the client’s migration to Microsoft Dynamics

365. This was done through an accelerated “best practices” approach which

aligned with the client’s business needs and identified areas for improvement. The

following key goals were considered in the implementation of the solution:

The existing system was replaced in phases to ensure minimal disruption and risk to the business. Smart IMS

made sure that users were able to maintain or exceed their previous abilities in performing daily tasks and that

guests were not negatively affected by the new system.

Benefits Delivered

Accurate assessment of critical

data networks

Detailed recommendation

of network effectiveness and

sustainability

Enhanced collaboration with

vendors/suppliers/service

providers

Industry-standard level of

network and infrastructure

assessment

Retire disparate systems for streamlined data processing

Reduce manual processes via automation

Provide platform for growth so that client can open new stores

103 Morgan Lane

Plainsboro,NJ – 08536

609-955-3030 sales@smartims.com www.smartims.com www.asims.com